Purchases and Sales Made in Q4 2023 in Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-78- 0.97% |
$3.09K - $3.64K
|
8K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-80- 0.25% |
$3.17K - $3.74K
|
32.1K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-82- 1.6% |
$3.25K - $3.83K
|
5.04K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-91- 9.11% |
$3.61K - $4.25K
|
908
$43.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-107- 1.3% |
$4.24K - $5K
|
8.16K
$388K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-108- 1.34% |
$4.28K - $5.05K
|
7.95K
$378K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-113- 90.4% |
$4.48K - $5.28K
|
12
$570
|
|
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-118- 1.61% |
$4.68K - $5.51K
|
7.19K
$342K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-119- 2.45% |
$4.72K - $5.56K
|
4.75K
$226K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-119- 1.6% |
$4.72K - $5.56K
|
7.34K
$349K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-129- 1.67% |
$5.11K - $6.03K
|
7.59K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-129- 1.78% |
$5.11K - $6.03K
|
7.11K
$338K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-137- 36.34% |
$5.43K - $6.4K
|
240
$11.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-137- 0.18% |
$5.43K - $6.4K
|
75.6K
$3.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-144- 2.79% |
$5.71K - $6.73K
|
5.02K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-148- 0.69% |
$5.87K - $6.92K
|
21.4K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-149- 2.29% |
$5.9K - $6.96K
|
6.35K
$302K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-149- 0.11% |
$5.9K - $6.96K
|
129K
$6.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-166- 2.36% |
$6.58K - $7.76K
|
6.86K
$326K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-174- 2.55% |
$6.9K - $8.13K
|
6.64K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-176- 1.85% |
$6.97K - $8.22K
|
9.34K
$444K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-180- 3.51% |
$7.13K - $8.41K
|
4.95K
$235K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-180- 1.66% |
$7.13K - $8.41K
|
10.7K
$508K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-180- 3.51% |
$7.13K - $8.41K
|
4.95K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-188- 0.54% |
$7.45K - $8.79K
|
34.9K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 8.58% |
$7.93K - $9.35K
|
2.13K
$101K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-218- 1.8% |
$8.64K - $10.2K
|
11.9K
$564K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-237- 3.81% |
$9.39K - $11.1K
|
5.99K
$285K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-237- 0.61% |
$9.39K - $11.1K
|
38.4K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-239- 0.91% |
$9.47K - $11.2K
|
25.9K
$1.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-245- 2.01% |
$9.71K - $11.4K
|
12K
$569K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-247- 4.59% |
$9.79K - $11.5K
|
5.13K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-255- 11.28% |
$10.1K - $11.9K
|
2.01K
$95.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-279- 5.66% |
$11.1K - $13K
|
4.65K
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-281- 3.47% |
$11.1K - $13.1K
|
7.83K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-291- 1.56% |
$11.5K - $13.6K
|
18.3K
$871K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-306- 3.52% |
$12.1K - $14.3K
|
8.39K
$399K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-325- 2.61% |
$12.9K - $15.2K
|
12.1K
$576K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-331- 0.93% |
$13.1K - $15.5K
|
35.2K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-341- 0.16% |
$13.5K - $15.9K
|
213K
$10.1M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-359- 0.29% |
$14.2K - $16.8K
|
125K
$5.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-385- 55.0% |
$15.3K - $18K
|
315
$15K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-385- 55.0% |
$15.3K - $18K
|
315
$15K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-396- 0.22% |
$15.7K - $18.5K
|
176K
$8.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-398- 1.03% |
$15.8K - $18.6K
|
38.3K
$1.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-407- 3.0% |
$16.1K - $19K
|
13.1K
$625K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-412- 1.58% |
$16.3K - $19.3K
|
25.7K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-431- 4.17% |
$17.1K - $20.1K
|
9.9K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-485- 0.68% |
$19.2K - $22.7K
|
70.9K
$3.37M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-506- 9.06% |
$20.1K - $23.6K
|
5.08K
$241K
|